Notable Guests
AR
Alex Rubalcava
1x
BS
Brent Sullivan
1x
KO
Kristin Olson
1x
MS
Marc Seidner
1x
MW
Morgan Stanley's Mike Wilson
1x
NE
Nobody Expected
1x
OL
Owen Lamont
1x
PB
Paul Bricault
1x
RC
Randy Cohen
1x
SH
Samuel Hartzmark
1x
WG
Wes Gray
1x
WG
Will Guidara
1x
Recent Episodes
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Marc Seidner discusses the shift from economic to political drivers in investing.
Marc Seidner
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Samuel Hartzmark discusses the common investor misunderstanding of dividends.
Samuel Hartzmark
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Will Guidara, author of Unreasonable Hospitality, shares insights on creating memorable human connections.
Will Guidara
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Alex Rubalcava and Paul Bricault discuss AI's impact on SaaS and jobs.
Alex Rubalcava
Paul Bricault
✨
Owen Lamont and Randy Cohen discuss private equity and its modeling in public markets.
Owen Lamont
Randy Cohen
✨
Van Simmons discusses the rare coin market's evolution and grading's impact on asset class status.
Nobody Expected
✨
Meb Faber discussed the new Cambria Global EW 2 ETF (GEQ).
✨
Mike Wilson discusses a new market cycle with a staggered recovery.
Morgan Stanley's Mike Wilson
✨
Wes Gray and Brent Sullivan discuss managing concentrated stock positions.
Brent Sullivan
Wes Gray
✨
Kristin Olson discusses the booming alternatives market and investor interest.
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Evaluate strategies experiencing underperformance using SYLD ETF as a case study.